Avantax Planning Partners, Inc. Schwab Strategic Tr Us Emergin Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 13,305 shares of SCHE stock, worth $375,067. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,305

Previous 18,521 28.16%

Holding current value

$375,067

Previous $540,000 34.44%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$26.63 - $30.23 $138,902 - $157,679	-5,216 Reduced 28.16%	13,305 $354,000
Q3 2024 Nov 13, 2024	SELL	$25.45 - $29.53 $245,719 - $285,112	-9,655 Reduced 34.27%	18,521 $540,000
Q2 2024 Aug 09, 2024	SELL	$24.67 - $27.2 $1.22 Million - $1.35 Million	-49,594 Reduced 63.77%	28,176 $748,000
Q1 2024 May 02, 2024	BUY	$23.47 - $25.45 $1.83 Million - $1.98 Million	77,770 New	77,770 $1.96 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-1,670 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	1,670 New	1,670 $43,000
Q2 2018 Aug 13, 2018	SELL	N/A	-5,916 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	5,916 New	5,916 $170,000

Others Institutions Holding SCHE

# of Institutions

826

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Avantax Planning Partners, Inc. Schwab Strategic Tr Us Emergin Transaction History